Products tagged with 'financial planning'

Do you know the 10 most common errors of retirement planning among Canadians? This e-book by Lyle Manery, BA, CLU, CHFC, will help you avoid the pitfalls.

• Gain knowledge of the many issues which affect your financial future so you can make wise decisions.
• Estate creation, conservation and distribution are all integral parts of the retirement planning process. These are all covered in this book.
• Learn about the concepts and programs available in Canada that should be considered when making these important decisions.
• This guide reflects Canadian tax laws and is intended for Canadian residents.
• This is a 65-page e-book available in PDF format.

If you need a client to provide a Net Worth Statement before you provide financial services, then this digital template form is ideal for you.

What information is gathered by the form?

When filling out the form, the client is asked to provide information concerning all present assets, liabilities and financial details (bank accounts, investment funds, mortgages, etc.)

What else is included in the template?

The Net Worth Statement form includes a Disclosure and Release Statement, which authorizes the financial advisor to use the information for certain specific purposes.

Format and Use

This Personal Net Worth Statement template is available in MS Word format and can be used anywhere. It's downloadable and fully customizable so you can tailor it to your unique needs.